System Updates
Roam has been connected to a service called Rezdy. https://www.rezdy.com Rezdy will connect you to many OTAs, such as Expedia, Trip Advisor, etc. Contact Azra at azra.ljaljic@rezdy.com for more information. This is for Activities only, but they can have included items. Set up and Limitations Set up Part of the set up is done via […]
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A guest can now add to an existing reservation from the online booking system. There are 2 ways to access this. The first is each future reservation listed in the Dashboard can be chosen and new items added. Once a reservation is chosen the guest is directed to your home page. This is set in […]
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There is a new feature (currently only for Activities) that allows you to send the group leader a letter upon completion of an activity. In the activity set up you need to select the letter from /letters/co to send, optional header and footer files, and the subject. Once per hour the system scans for any […]
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Previously if a guest did not have, or could not recall, their password a temporary or existing password was mailed to them. That has changed. The new process is that a 6 digit numeric PIN is emailed to the guest, and the login page changes to ask for that PIN along with the new password. […]
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Be aware that many new features only work in 3.1 and that calling up a reservation made in 3 may lose features entered in 3.1, like Costs or the Checklist. Same warning applies to the Company or Item setup. Do not expect a feature entered in 3.1 to be retained if you edit that same […]
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The mailing list, reservations, payments, documents, gift certs, and rain checks have been redone. This was for a number of reasons. Roam 3 was built using some tools which are no longer supported, it wasn’t different device size aware, and internally it was overly complicated. Over time the rest of Roam will be updated as […]
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There are (upto) 5 new optional mailing list fields called Tags. They do nothing other than record miscellaneous data you may wish to keep. To activate these fields they need to be named in the Mailing List Defaults tab in the Company setup. Once named they will appear on the mailing list page under those […]
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There are two new small additions to the system: When you are in the mailing list searching for a guest there is a new button labelled ‘History’. This will show all customers and reservations you have accessed in the past 7 days. Clicking a customer# or reservation# will retrieve that entry. There is a new […]
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Online Changes Ensure that any rate allowed online is active and also has Allow Online checked. Otherwise the guest will not be allowed to book the item. The pages themselves have a completely different look and are responsive. At least one new page needs to be setup on your system. See below for details. Online […]
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To make discounts more flexible the dates in which a discount are valid are now set day by day rather than for a date range. Previously there was a Booking date range and an Arrival date range. This has been replaced by a grid that covers every day of the year. For a discount to […]
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Online reservations can now be saved as Quotations, and there is a completely new feature called Incentives. When it’s time to checkout the guest will have the possibility to choose to save, but not book, their reservation. It’s not worded as a Quotation, but that’s how Roam will save it. There isn’t a possibility for […]
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There’s a new version of the online system. Mainly it’s an update to how it looks and works with smaller devices. It should work fine on smartphones now. There is also an addition to the booking page to handle Add-ons and Upgrades. Also, discounts can be applied to individual items. For both Add-ons and Upgrades […]
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The Follow Up system now has one more option for contacting guests: text messaging. In the event a guest does not have a cell phone# they will receive an email instead. Keep in mind two things: The message is sent from a generic number so the guest cannot reply. The message length is capped at […]
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In addition to the general terms and conditions displayed during the online checkout process, you can now have item-specific terms and conditions. There is a text area in the item setups to enter in the text. Any item specific text is displayed above the general text.
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You can now upload and save files to a reservation. The purpose is simply to help organize any documentation related to a reservation. The only tasks you can do with the uploaded files are to view/download or delete them. Do not use this to record completed waivers. Use the waiver system.
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The next phase has been added to post-dated payments. Previously you could record credit card payments to be charged on a later date. And there is a report to list those payments. In addition, there is now an overnight routine that will actually charge the credit cards as they come due. It is two stages: […]
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Follow Up emails can now be CC’d to another party and/or sent to Reservation roster members. To CC other parties you enter the other party email address(es) into the Emails tab in the mailing list. You can check a box to indicate if Reservation and/or Mailing List follow up emails are to be CC’d. From […]
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The minimum nights figure has gone from being one number on the rate setup page to being a value that can be set for each day individually. Accessing the setup is via the ‘Min Nights’ button on the Pricing tab in the Lodging setup.
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There is a new page to allow you to assign activity times outside of reservations. It will only work with activities that have the new Activity setup field “Assign Time at Arrival” checked. If you wish that no times be assigned within the reservation then make sure to set the Office booking order field to […]
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You can now specify in which order activity times should be booked. In the activity schedule where you can enter times there are two new fields to specify the order for online and office reservations. They are ordered from 1 to 9. If you select N/A (or zero) then the time is not a choice […]
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The liability waiver signing page has been built using a technique called Responsive Web Design (RWD). This means that no matter what the size of the user’s screen the page will adapt and reformat to fit the content to the size. This page will work on smart phones on up to desktops. Correspondingly the page […]
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When booking an item, after clicking the Pricing button you had to choose a rate. This is no longer. The lowest numbered rate will be automatically chosen for you and the item priced. If all is good, click Save. The exception is new rentals, the rate specified for the chosen option will be selected.
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A brand new rental system is in the works. It’s mostly done but a few changes remain to be completed. The new system is much more flexible and much better able to track inventory. It will also work much better online. At this point it is important to test out the new system and make […]
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The Cell Action menu (right click on a cell) now has an entry to let you view discounts that are applicable to that item for the date viewed, if the item is booked immediately. Unitized lodging no longer shows 1 or 0 if the unit is available or not as that was redundant. Instead the […]
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A new set of dates has been added to the discount setup. Booked From and To are used to restrict discount usage to reservations or items booked during a certain time frame. Start From and To are used to restrict discount usage to reservations or items that occur during a certain time frame. The Start […]
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Since late summer 2013 you could manage the clean/dirty status of lodging units. This has been made simpler/better. Now, every night a job will run after midnight and look at each unit. If it was occupied the unit is marked as dirty, until someone marks it as clean. A unit can only be marked as […]
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There is an entirely new section to Roam that covers a lot of territory. The ‘Front Desk’ has 3 functions: To check people in, check people out, and ‘walk- ups’, which is basically a point-of-sale and more. The Front Desk system requires a touch screen to function properly. It will work without a touch screen […]
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There are 3 new fee types, all quite similar. They are all ‘tiered’, meaning that the amount charged is based on the value of the item or reservation. The difference amongst the 3 is how the fee is calculated. It can be a % of the charge, a dollar amount or a % per $1000. […]
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Discounts and fees can now be applied at the reservation level. Accounting-wise they get apportioned to each item on the reservation so no changes are needed to reports. However, changes may be needed to your invoice depending on how it’s setup. It’s best to do a test reservation and see how it displays. You can […]
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